Stock Analysis is the closest drop-in replacement with overlapping coverage in Portfolio, Watchlist, and Dividend while adding Stock Ideas and Screeners coverage and Research coverage for 130,000+ global stocks and funds, including stock prices, financials, forecasts, charts, news, and all S&P 500 companies. and Public stock research pages include quote data, overview metrics, company profile, financial statements, ratios/KPIs, statistics, metrics, dividends, price history, analyst forecasts, analyst ratings, price targets, and news. features (category overlap ~79%).
VOL. XCIV, NO. 247
Free Alternatives to Snowball Analytics
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Free Alternatives to Snowball Analytics
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test Snowball Analytics before paying for another subscription.
Switching from Snowball Analytics doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Portfolio to Dividends and beyond. Each pick below is ranked by how closely it matches Snowball Analytics's category footprint—so you can trial replacements without opening your wallet.
View all alternativesAlternatives20Curated picks
Free Options20With free tiers
Avg. Overlap58%Category match
Mobile Ready17Native apps
Quick takeaways
Every pick keeps a free tier; start with Stock Analysis, Marketlog, and GuruFocus to road-test Snowball Analytics workflows without paying up front.
Round out your stack with new coverage areas like Stock Ideas, Screeners, ETF Screeners, and Top Analysts.
Similarity score 2141Category overlap: 79%
Shared coverage
PortfolioWatchlistDividendDividendsCalendarSplits
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Snowball Analytics offers.
- Standout features include Research coverage for 130,000+ global stocks and funds, including stock prices, financials, forecasts, charts, news, and all S&P 500 companies., Public stock research pages include quote data, overview metrics, company profile, financial statements, ratios/KPIs, statistics, metrics, dividends, price history, analyst forecasts, analyst ratings, price targets, and news., and Screening tools include stock, ETF, IPO, and mutual-fund screeners; the stock screener supports country/exchange selection, saved screens, filters, indicators, watchlist actions, and downloadable tables..
- Pair it with Snowball Analytics if you still need Backtesting, Dividend Tax / ADR Withholding, and Performance Attribution.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts
Standout features: Research coverage for 130,000+ global stocks and funds, including stock prices, financials, forecasts, charts, news, and all S&P 500 companies., Public stock research pages include quote data, overview metrics, company profile, financial statements, ratios/KPIs, statistics, metrics, dividends, price history, analyst forecasts, analyst ratings, price targets, and news., Screening tools include stock, ETF, IPO, and mutual-fund screeners; the stock screener supports country/exchange selection, saved screens, filters, indicators, watchlist actions, and downloadable tables., and ETF and fund analysis includes ETF screener, ETF comparison, ETF providers/new launches, ETF holdings, mutual-fund screener, fund performance data, and holdings/count data for mutual funds.
Similarity score 2097Category overlap: 71%
Shared coverage
PortfolioWatchlistDividendsCalendarSplitsNews
Assets: Stocks, ETFs, and Bonds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Investor Holdings, Data Visualizations, and Monte Carlo coverage beyond what Snowball Analytics offers.
- Standout features include All-in-one portfolio tracker for stocks/equities, ETFs, options, bonds, funds, currencies/forex, crypto, and indices, available through the Marketlog web app and iOS/Android mobile apps., Manual and automated portfolio tracking: users can enter transactions manually or connect supported brokerage/bank accounts through Marketlog's data provider; connected portfolios are usually fetched end-of-day and updated with live market data during market hours., and Broker and bank connectivity for 2,000+ supported institutions; popular examples shown publicly include Fidelity, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers, and Robinhood..
- Pair it with Snowball Analytics if you still need Backtesting, Dividend, and Dividend Tax / ADR Withholding.
Adds coverage: Investor Holdings, Data Visualizations, Monte Carlo, and Alerts
Standout features: All-in-one portfolio tracker for stocks/equities, ETFs, options, bonds, funds, currencies/forex, crypto, and indices, available through the Marketlog web app and iOS/Android mobile apps., Manual and automated portfolio tracking: users can enter transactions manually or connect supported brokerage/bank accounts through Marketlog's data provider; connected portfolios are usually fetched end-of-day and updated with live market data during market hours., Broker and bank connectivity for 2,000+ supported institutions; popular examples shown publicly include Fidelity, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers, and Robinhood., and Portfolio analytics include gains, drawdowns, returns over different periods, diversification, goals, target allocation, benchmarking, statistics, and daily/weekly portfolio email updates.
Similarity score 2037Category overlap: 71%
Shared coverage
PortfolioWatchlistBacktestingDividendDividendsCalendar
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Snowball Analytics offers.
- Standout features include Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., and All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration..
- Pair it with Snowball Analytics if you still need Dividend Tax / ADR Withholding, Risk Metrics, and Performance Attribution.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts
Standout features: Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration., and Screener backtesting for more than 80 countries, with U.S. backtests starting January 1, 2006 and non-U.S. country backtests generally starting January 1, 2016; parameters include stock count, ranking metric, sort order, start/end date, and rebalance frequency.
Similarity score 1892Category overlap: 75%
Shared coverage
PortfolioDividendDividendsDividend Tax / ADR WithholdingSplitsRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Data Visualizations, Tax Lots / Lot Optimization, and Retirement Calculator coverage beyond what Snowball Analytics offers.
- Standout features include All-in-one portfolio tracker for stocks, ETFs, cryptocurrencies and custom assets, with public pages citing 70+ stock exchanges, 20,000+ ETFs and investors in 160+ countries., Web app plus iOS and Android apps for tracking portfolio performance, viewing real-time market data, managing trades and accessing investment insights on the go., and Portfolio analytics include money-weighted return (MWR), time-weighted return (TWR), simple return, beta, drawdown, Sharpe ratio, max drawdown duration and benchmarking against user-selected indices, ETFs and other assets..
- Pair it with Snowball Analytics if you still need Watchlist, Backtesting, and Calendar.
Adds coverage: Data Visualizations, Tax Lots / Lot Optimization, and Retirement Calculator
Standout features: All-in-one portfolio tracker for stocks, ETFs, cryptocurrencies and custom assets, with public pages citing 70+ stock exchanges, 20,000+ ETFs and investors in 160+ countries., Web app plus iOS and Android apps for tracking portfolio performance, viewing real-time market data, managing trades and accessing investment insights on the go., Portfolio analytics include money-weighted return (MWR), time-weighted return (TWR), simple return, beta, drawdown, Sharpe ratio, max drawdown duration and benchmarking against user-selected indices, ETFs and other assets., and Allocation dashboards break holdings down by businesses, industries, sectors, countries, regions, asset classes and other dimensions, with filtered multi-portfolio views.
Similarity score 1834Category overlap: 64%
Shared coverage
PortfolioWatchlistDividendsCalendarNewsFinancials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Snowball Analytics offers.
- Standout features include Advanced web application for stock and ETF comparison, screening, portfolio analytics, charting, alerts, stock ratings, earnings calendars, and brokerage integration., North American coverage: free/plan pages advertise 8,500+ North American stocks, 4,000 ETFs, and 40,000 mutual funds; the FAQ separately says Stock Rover supports 40,000+ tickers across major U.S. and Canadian exchanges plus OTCBB/OTCPK., and Powerful screeners: 150+ pre-built screeners, custom stock and ETF screeners, ranked screening, guru-style metrics, screener snapshots, historical/equation screening in Premium Plus, and hundreds of screenable metrics..
- Pair it with Snowball Analytics if you still need Backtesting, Dividend, and Dividend Tax / ADR Withholding.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Stock Comparison
Standout features: Advanced web application for stock and ETF comparison, screening, portfolio analytics, charting, alerts, stock ratings, earnings calendars, and brokerage integration., North American coverage: free/plan pages advertise 8,500+ North American stocks, 4,000 ETFs, and 40,000 mutual funds; the FAQ separately says Stock Rover supports 40,000+ tickers across major U.S. and Canadian exchanges plus OTCBB/OTCPK., Powerful screeners: 150+ pre-built screeners, custom stock and ETF screeners, ranked screening, guru-style metrics, screener snapshots, historical/equation screening in Premium Plus, and hundreds of screenable metrics., and Spreadsheet-like comparison table and tile views for comparing stocks, ETFs, funds, portfolios, indices, and custom datasets across financial, operational, pricing, valuation, dividend, analyst, ratings, momentum, and performance metrics.
Similarity score 1728Category overlap: 50%
Shared coverage
PortfolioWatchlistDividendsCalendarSplitsNews
Assets: Stocks, ETFs, and Bonds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Screeners, and Stock Comparison coverage beyond what Snowball Analytics offers.
- Standout features include Global financial portal covering stocks, indices, commodities, currencies, ETFs, bonds, funds, cryptocurrencies, futures, options, interest rates, and economic indicators., Large global coverage footprint: Investing.com says the platform is available in 44 language editions, covers 250 exchanges, and tracks more than 300,000 financial instruments., and Free web and mobile apps with quotes, charts, watchlists, alerts, market news, economic calendars, portfolios, and calculators..
- Pair it with Snowball Analytics if you still need Backtesting, Dividend, and Dividend Tax / ADR Withholding.
Adds coverage: Stock Ideas, Screeners, Stock Comparison, and Data Visualizations
Standout features: Global financial portal covering stocks, indices, commodities, currencies, ETFs, bonds, funds, cryptocurrencies, futures, options, interest rates, and economic indicators., Large global coverage footprint: Investing.com says the platform is available in 44 language editions, covers 250 exchanges, and tracks more than 300,000 financial instruments., Free web and mobile apps with quotes, charts, watchlists, alerts, market news, economic calendars, portfolios, and calculators., and Mobile app support for iOS, iPad, Apple Watch, and Android; Investing.com says its apps have 50M+ downloads, and the iOS listing describes live quotes/charts across 100,000+ instruments.
Similarity score 1728Category overlap: 50%
Shared coverage
PortfolioDividendDividend Tax / ADR WithholdingRisk MetricsPerformance AttributionBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Downloadable Tax Reports, Capital Gains Estimator, and Wealth Management coverage beyond what Snowball Analytics offers.
- Standout features include Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Public pricing page says 500,000+ investors track investments with Sharesight., and Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported..
- Pair it with Snowball Analytics if you still need Watchlist, Backtesting, and Dividends.
Adds coverage: Downloadable Tax Reports, Capital Gains Estimator, Wealth Management, and Client & Investor Reporting
Standout features: Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Public pricing page says 500,000+ investors track investments with Sharesight., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., and Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities.
Similarity score 1713Category overlap: 57%
Shared coverage
PortfolioWatchlistDividendsCalendarSplitsNews
Assets: Stocks, ETFs, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Top Analysts, and Screeners coverage beyond what Snowball Analytics offers.
- Standout features include Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., and AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries..
- Pair it with Snowball Analytics if you still need Backtesting, Dividend, and Dividend Tax / ADR Withholding.
Adds coverage: Stock Ideas, Top Analysts, Screeners, and ETF Screeners
Standout features: Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries., and Stock/ETF research workflow includes analyst forecasts/consensus & price targets plus pages/tabs for news/insights, dividends, earnings, ownership, financials, and technical analysis (example: AAPL).
Similarity score 1713Category overlap: 57%
Shared coverage
PortfolioWatchlistBacktestingDividendsCalendarSplits
Assets: Stocks, ETFs, and Bonds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Data Visualizations, Quant, and Screeners coverage beyond what Snowball Analytics offers.
- Standout features include Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices; the current pricing page says TradingView connects to hundreds of data feeds and more than 3.5 million instruments worldwide., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., and Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools..
- Pair it with Snowball Analytics if you still need Dividend, Dividend Tax / ADR Withholding, and Financials.
Adds coverage: Data Visualizations, Quant, Screeners, and Stock Ideas
Standout features: Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices; the current pricing page says TradingView connects to hundreds of data feeds and more than 3.5 million instruments worldwide., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools., and Cloud-based alerts (price/drawings/Pine scripts) with delivery via browser/email/apps/webhooks; Premium & Ultimate support open-ended (non-expiring) alerts.
Similarity score 1702Category overlap: 69%
Shared coverage
PortfolioWatchlistBacktestingDividendCalendarNews
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Data Visualizations, Stock Ideas, and Analyst Recommendations coverage beyond what Snowball Analytics offers.
- Standout features include Portfolio dashboard for holdings, performance, dividends, news, analyst insights, allocation, top gainers/losers, portfolio health score, and key insights., Tracks stocks, ETFs, cryptocurrencies, and indexes/benchmarks, with advertised real-time portfolio tracking for 15,000+ US stocks and cryptocurrency monitoring for 500+ digital assets., and Supported-exchanges page documents NYSE and Nasdaq coverage for 10,500+ stocks; the landing page also shows a broader 50+ global-exchanges marketing metric without a public exchange list..
- Pair it with Snowball Analytics if you still need Dividends, Dividend Tax / ADR Withholding, and Splits.
Adds coverage: Data Visualizations, Stock Ideas, Analyst Recommendations, and AI
Standout features: Portfolio dashboard for holdings, performance, dividends, news, analyst insights, allocation, top gainers/losers, portfolio health score, and key insights., Tracks stocks, ETFs, cryptocurrencies, and indexes/benchmarks, with advertised real-time portfolio tracking for 15,000+ US stocks and cryptocurrency monitoring for 500+ digital assets., Supported-exchanges page documents NYSE and Nasdaq coverage for 10,500+ stocks; the landing page also shows a broader 50+ global-exchanges marketing metric without a public exchange list., and Performance analytics include Money-Weighted Return (MWR), Time-Weighted Return (TWR), simple return, monthly performance breakdown, portfolio analysis, and portfolio performance reports.
Similarity score 1662Category overlap: 64%
Shared coverage
PortfolioWatchlistBacktestingDividendsCalendarSplits
Assets: Stocks and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Analyst Forecasts, and Analyst Price Targets coverage beyond what Snowball Analytics offers.
- Standout features include Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on Pro Plus)., Backtesting at both strategy and stock level, with current Global plan limits of 200 annual backtests on Pro and 1,200 on Pro Plus., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
- Pair it with Snowball Analytics if you still need Dividend, Dividend Tax / ADR Withholding, and Risk Metrics.
Adds coverage: Screeners, Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations
Standout features: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on Pro Plus)., Backtesting at both strategy and stock level, with current Global plan limits of 200 annual backtests on Pro and 1,200 on Pro Plus., Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., and DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
Similarity score 1616Category overlap: 50%
Shared coverage
PortfolioWatchlistDividendsCalendarSplitsNews
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Alerts, Screeners, and Stock Comparison coverage beyond what Snowball Analytics offers.
- Standout features include Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., and Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)..
- Pair it with Snowball Analytics if you still need Backtesting, Dividend, and Dividend Tax / ADR Withholding.
Adds coverage: Alerts, Screeners, Stock Comparison, and Data Visualizations
Standout features: Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)., and Advanced Chart supports adding multiple ticker symbols to compare relative performance (desktop + mobile browsers).
Similarity score 1585Category overlap: 43%
Shared coverage
PortfolioWatchlistCalendarNewsRisk MetricsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Alerts, Data Visualizations, and ETF Overview coverage beyond what Snowball Analytics offers.
- Standout features include All-in-one portfolio tracker for stocks, ETFs, mutual funds, crypto, NFTs, forex, commodities, and indices., Connects to broker, bank, crypto exchange, and wallet accounts with read-only syncing; users can also import via CSV or add manual transactions., and Portfolio dashboards show performance, asset allocation, portfolio diversity, geographic exposure, sector exposure, historical performance, gains/losses, fees, and portfolio P/E..
- Pair it with Snowball Analytics if you still need Backtesting, Dividend, and Dividends.
Adds coverage: Alerts, Data Visualizations, ETF Overview, and ETF Performance
Standout features: All-in-one portfolio tracker for stocks, ETFs, mutual funds, crypto, NFTs, forex, commodities, and indices., Connects to broker, bank, crypto exchange, and wallet accounts with read-only syncing; users can also import via CSV or add manual transactions., Portfolio dashboards show performance, asset allocation, portfolio diversity, geographic exposure, sector exposure, historical performance, gains/losses, fees, and portfolio P/E., and Asset-level pages provide prices, charts, alerts, asset performance, analyst/news-style context, and detail pages for supported instruments.
Similarity score 1556Category overlap: 50%
Shared coverage
PortfolioWatchlistDividendsCalendarSplitsNews
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, IPO, and Insider Data coverage beyond what Snowball Analytics offers.
- Standout features include Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link., Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics., and Options chains enhanced with Greeks such as Delta, Gamma, and Vega..
- Pair it with Snowball Analytics if you still need Backtesting, Dividend, and Dividend Tax / ADR Withholding.
Adds coverage: Screeners, IPO, Insider Data, and 13F
Standout features: Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link., Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics., Options chains enhanced with Greeks such as Delta, Gamma, and Vega., and Dedicated pages for short interest, insider transactions, and institutional holdings (13F).
Similarity score 1554Category overlap: 64%
Shared coverage
PortfolioDividendDividendsDividend Tax / ADR WithholdingCalendarSplits
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Screeners, and Data Visualizations coverage beyond what Snowball Analytics offers.
- Standout features include Manual dividend portfolio tracking: users enter the stock ticker and number of shares owned, with no brokerage login or bank account access required., Tax-adjusted dividend-income view: users can configure a typical withholding tax rate and see estimated net dividend amounts across the portfolio., and Dividend calendar showing past, present, and future dividend payments, including the last 3 months of received payments and the next 8 months of upcoming income..
- Pair it with Snowball Analytics if you still need Watchlist, Backtesting, and News.
Adds coverage: Stock Ideas, Screeners, Data Visualizations, and Alerts
Standout features: Manual dividend portfolio tracking: users enter the stock ticker and number of shares owned, with no brokerage login or bank account access required., Tax-adjusted dividend-income view: users can configure a typical withholding tax rate and see estimated net dividend amounts across the portfolio., Dividend calendar showing past, present, and future dividend payments, including the last 3 months of received payments and the next 8 months of upcoming income., and Free-tier features include tracking up to 3 stock holdings, a 12-month dividend calendar with payment statuses, monthly income visualization, portfolio visualization by sector and stock, tax-adjusted push notifications, multi-currency support, and English/French/Spanish language support.
Similarity score 1499Category overlap: 57%
Shared coverage
PortfolioWatchlistDividendDividendsCalendarNews
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Screeners, and Stock Comparison coverage beyond what Snowball Analytics offers.
- Standout features include Simple web-based tracker that shows past, current, and future dividend income for each holding and portfolio, helping long-term investors see exactly what their portfolio is paying them., Dividend & DRIP reinvestment tracking: mark dividends as reinvested and instantly see the impact on portfolio income, yield on cost, and value without maintaining spreadsheets., and Comprehensive portfolio calendar that aggregates earnings reports, dividend declarations, ex-dividend dates, and pay dates into a monthly view alongside a portfolio news timeline..
- Pair it with Snowball Analytics if you still need Backtesting, Dividend Tax / ADR Withholding, and Splits.
Adds coverage: Stock Ideas, Screeners, Stock Comparison, and ETF Comparison
Standout features: Simple web-based tracker that shows past, current, and future dividend income for each holding and portfolio, helping long-term investors see exactly what their portfolio is paying them., Dividend & DRIP reinvestment tracking: mark dividends as reinvested and instantly see the impact on portfolio income, yield on cost, and value without maintaining spreadsheets., Comprehensive portfolio calendar that aggregates earnings reports, dividend declarations, ex-dividend dates, and pay dates into a monthly view alongside a portfolio news timeline., and 12‑month forward dividend income prediction with status labels for each payment ("Estimated", "Confirmed", "Paid") so investors can plan upcoming cash flow more precisely.
Similarity score 1486Category overlap: 46%
Shared coverage
PortfolioWatchlistDividendDividendsNewsBroker Connectors
Assets: Stocks, ETFs, and Commodities
Experience: Beginner and Intermediate
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Investor Holdings, Stock Ideas, and Market Sentiment coverage beyond what Snowball Analytics offers.
- Standout features include Real-time portfolio and net-worth tracker that aggregates investments, bank accounts and other assets into a single view, with portfolio performance and breakdowns across assets, brokers and wallets., Supports tracking of many asset classes in one dashboard, including stocks, ETFs, funds, DeFi investments, real estate, angel investments, luxury collectibles, art, commodities and other alternative assets., and Lets users link brokerage and bank accounts via secure API/open-banking connections, while also supporting manual asset entry and PDF-based imports for some brokers such as Trade Republic..
- Pair it with Snowball Analytics if you still need Backtesting, Dividend Tax / ADR Withholding, and Calendar.
Adds coverage: Investor Holdings, Stock Ideas, Market Sentiment, and Alerts
Standout features: Real-time portfolio and net-worth tracker that aggregates investments, bank accounts and other assets into a single view, with portfolio performance and breakdowns across assets, brokers and wallets., Supports tracking of many asset classes in one dashboard, including stocks, ETFs, funds, DeFi investments, real estate, angel investments, luxury collectibles, art, commodities and other alternative assets., Lets users link brokerage and bank accounts via secure API/open-banking connections, while also supporting manual asset entry and PDF-based imports for some brokers such as Trade Republic., and Built-in dividend tracker and calendar that shows cumulative payouts, forward dividend forecasts, year-on-year growth rates and dividend yield, plus a personal dividend calendar within the portfolio.
Similarity score 1476Category overlap: 50%
Shared coverage
PortfolioWatchlistDividendsCalendarSplitsNews
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Screeners, and Stock Comparison coverage beyond what Snowball Analytics offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., and AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons..
- Pair it with Snowball Analytics if you still need Backtesting, Dividend, and Dividend Tax / ADR Withholding.
Adds coverage: Stock Ideas, Screeners, Stock Comparison, and Data Visualizations
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Integrated analyst data (forward estimates, revisions, ratings, and price targets) aligned with standardized and adjusted metrics.
Similarity score 1450Category overlap: 50%
Shared coverage
PortfolioWatchlistDividendDividendsNewsFinancials
Assets: Stocks, ETFs, and Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Screeners, and Data Visualizations coverage beyond what Snowball Analytics offers.
- Standout features include Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., and Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)..
- Pair it with Snowball Analytics if you still need Backtesting, Dividend Tax / ADR Withholding, and Calendar.
Adds coverage: Stock Ideas, Screeners, Data Visualizations, and Valuation Models
Standout features: Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)., and Stock Screener & Alerts lets users filter the global universe by market, industry and dozens of fundamentals (value, growth, income and risk metrics) and set saved screeners with alerts; Free has “Limited” screener access, Premium supports 3 saved screeners, and Unlimited supports 10.
Similarity score 1436Category overlap: 50%
Shared coverage
PortfolioWatchlistDividendsSplitsNewsFinancials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Alerts, and Scores coverage beyond what Snowball Analytics offers.
- Standout features include Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with 100+ metrics on the platform and 200+ Pro filters; Pro allows unlimited custom screens, custom filters, custom universes, premium screens, and CSV exports., and End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day..
- Pair it with Snowball Analytics if you still need Backtesting, Dividend, and Dividend Tax / ADR Withholding.
Adds coverage: Screeners, Alerts, Scores, and Analyst Forecasts
Standout features: Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with 100+ metrics on the platform and 200+ Pro filters; Pro allows unlimited custom screens, custom filters, custom universes, premium screens, and CSV exports., End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day., and Broker integration with leading platforms such as Zerodha, Upstox, ICICI Direct, HDFC Securities, Groww, 5Paisa, and more, enabling portfolio sync and in-app trading; Pro supports linking multiple demat accounts.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Portfolio×20Dividends×17News×17Watchlist×17Calendar×15Financials×15Broker Connectors×13Splits×13
New angles introduced
Categories the alternatives add beyond Snowball Analytics.
Alerts+15Data Visualizations+15Screeners+14Stock Ideas+12Analyst Recommendations+11Analyst Forecasts+10Analyst Price Targets+10Blogs+9
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
17/20
17 matches support mobile alongside Snowball Analytics.
API availability
4/20
4 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
6 starred / 10 tested
6 tools are flagged as analyst picks; 10 have been hands-on tested.
Avg. coverage overlap
58%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to Snowball Analytics?
Start with Stock Analysis, Marketlog, and GuruFocus to replicate Snowball Analytics workflows without paying for a subscription.
Do these picks stay permanently free?
Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.
Which Snowball Analytics workflows stay covered on the free plan?
Expect solid overlap across Portfolio, Watchlist, Dividend, Dividends, Calendar, Splits, News, Financials, Risk Metrics, Broker Connectors, Compounding Calculator, Backtesting, Dividend Tax / ADR Withholding, and Performance Attribution, so core Snowball Analytics workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Stock Ideas, Screeners, ETF Screeners, Top Analysts, Stock Comparison, ETF Comparison, Data Visualizations, IPO, Delisted, Acquisitions, Bankruptcy, Spin-offs, Ticker Changes, Valuation Models, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, Fund Overview, Fund Performance, Fund Holdings, Blogs, Newsletters, Education, Investor Holdings, Monte Carlo, Alerts, Interest Rates, Inflation Rates, Unemployment Rates, GDP, Options, Quant, Correlation, US Government Trades, Data APIs, Special Situations, Commitment of Traders (COT), Yield Curves, Scores, Flags, Improved Filings, Transcripts, Insider Data, Institutional Data, Short Interest, 13D/13G, 13F, AI, AI Chat, APIs & SDKs, Sheets / Excel Add-ins, Videos, Forums, Custom Dashboards, Stock Handbook, Tax Lots / Lot Optimization, Retirement Calculator, ETF Valuation, Fund Rating, Notes & Highlights, Options & Derivatives, Market Sentiment, Central Bank Watcher, PMI / ISM, Housing & Construction, Retail Sales, Consumer Sentiment, CDS Spreads, AI Earnings Summary, Downloadable Tax Reports, Capital Gains Estimator, Wealth Management, Client & Investor Reporting, Client Portal & Mobile App, Bulls Say Bear Say, AI Report, News Sentiment, Buybacks & Authorizations, Options P&L, Paper Trading, Webhooks, Order Book / Level II, ESG Ratings, On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, AI Business Summary, AI Filings Summary, Management Performance, and Management Compensation show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on Snowball Analytics?
Backtesting, Dividend Tax / ADR Withholding, Performance Attribution, Dividend, Risk Metrics, Compounding Calculator, Watchlist, Calendar, News, Financials, Splits, Broker Connectors, and Dividends remain strengths for Snowball Analytics. Keep it handy for those tasks or plan for a paid upgrade if they matter.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
- Website: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
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Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.